Financial Planning Advisor
Core
Identify client needs and deliver tailored financial planning advice across life assurance, pensions, investments, and protection products to drive new business growth.
Role type
Financial Planning Advisor (Life & Pensions)
Builds
Client financial portfolios and long-term relationships
Domain
Insurance and Wealth Management
Deliverable
client delivery
Required skills
Financial planning, sales target achievement, client relationship management, compliance adherence, suitability assessments, portfolio management, market knowledge, cross-selling, regulatory knowledge
Preferred skills
CFP, RPA, SIA, advanced financial planning qualifications, retirement strategy expertise, business financial planning strategies
Responsibilities
Generate new business through networking and referrals, achieve sales and retention targets, conduct financial reviews and fact-finding, maintain client documentation and compliance, present tailored financial recommendations, collaborate with brokerage colleagues for cross-referrals
Seniority
Mid-level, hands-on IC